DELL "Leveraging the Collar Strategy, I've structured my position with the perfect risk-to-reward ratio, utilizing long/short leverage to stay protected." tradestrategyformula.com
SMCI What bout 40B guidance? Based on DELL revenue, margin & guidance yesterday, I don't think SMCI can achieve it and server market became more competitive. Even if blackwell orders are high with SMCI, they need to go for cheaper pricing considering other vendors. Could be that they want to pump it so that insiders know exactly when to benefit?